| NewSquare Capital LLC | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 3 | $114 | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 5 | $190 | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 16 | $607 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $1.44K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 40 | $1.52K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 47 | $1.79K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 49 | $1.86K | 0.00% | −600−92.4% | Reduced |
| Pacific Center for Financial Services | 50 | $1.90K | 0.00% | +50 | New |
| Tucker Asset Management LLC | 51 | $1.94K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 47 | $2.00K | 0.00% | +47 | New |
| True Wealth Design, LLC | 75 | $2.85K | 0.00% | +2+2.7% | Added |
| Cranbrook Wealth Management, LLC | 82 | $3.11K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 83 | $3.15K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 83 | $3.15K | 0.00% | +83 | New |
| 25 LLC | 86 | $3.19K | 0.00% | +86 | New |
| Tilia Fiduciary Partners, Inc. | 87 | $3.30K | 0.00% | +87 | New |
| Baystate Wealth Management LLC | 90 | $3.42K | 0.00% | +86+2,150.0% | Added |
| Tanglewood Legacy Advisors, LLC | 100 | $3.79K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $3.79K | 0.00% | +100 | New |
| Guardian Wealth Management, Inc. | 108 | $4.09K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 109 | $4.13K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 110 | $4.17K | 0.00% | −1,505−93.2% | Reduced |
| JNBA Financial Advisors | 112 | $4.25K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 113 | $4.29K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4,975 | $4.29K | 0.19% | +4,940+14,114.3% | Added |
| Missouri Trust & Investment Co | 116 | $4.40K | 0.00% | +116 | New |
| Resources Management Corp | 50 | $5.00K | 0.00% | −4,950−99.0% | Reduced |
| Providence Capital Advisors, LLC | 139 | $5.27K | 0.00% | +39+39.0% | Added |
| Versant Capital Management, Inc | 143 | $5.42K | 0.00% | +143 | New |
| Global Wealth Strategies & Associates | 145 | $5.52K | 0.00% | +145 | New |
| MV Capital Management, Inc. | 146 | $5.54K | 0.00% | +146 | New |
| West Financial Advisors, LLC | 148 | $5.62K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 150 | $5.69K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 151 | $5.73K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 159 | $6.00K | 0.00% | −1,703−91.5% | Reduced |
| AllSquare Wealth Management LLC | 164 | $6.22K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 182 | $6.91K | 0.00% | +182 | New |
| Register Financial Advisors LLC | 184 | $6.98K | 0.01% | +2+1.1% | Added |
| TD Ameritrade Investment Management, LLC | 174 | $7.00K | 0.00% | −67−27.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 174 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 200 | $7.59K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 200 | $7.59K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 208 | $8.00K | 0.00% | +208 | New |
| Prestige Wealth Management Group LLC | 226 | $8.57K | 0.00% | −1,249−84.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 229 | $8.69K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 238 | $9.00K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 240 | $9.11K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $9.48K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 251 | $9.53K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 264 | $10.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 276 | $10.5K | 0.00% | −2,115−88.5% | Reduced |
| Bellevue Asset Management, LLC | 300 | $11.4K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 326 | $12.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 323 | $12.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 321 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 316 | $12.0K | 0.01% | +316 | New |
| Raleigh Capital Management Inc. | 338 | $12.8K | 0.01% | +29+9.4% | Added |
| Pittenger & Anderson Inc | 340 | $12.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $13.3K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 353 | $13.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 391 | $14.8K | 0.00% | +51+15.0% | Added |
| GHP Investment Advisors, Inc. | 396 | $15.0K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 400 | $15.2K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 405 | $15.4K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 413 | $15.7K | 0.01% | −357−46.4% | Reduced |
| SJS Investment Consulting Inc. | 429 | $16.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 437 | $16.6K | 0.00% | −199−31.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 437 | $16.6K | 0.00% | −52−10.6% | Reduced |
| VitalStone Financial, LLC | 652 | $17.0K | 0.02% | +652 | New |
| First Command Advisory Services, Inc. | 500 | $19.0K | 0.00% | +500 | New |
| Parkside Financial Bank & Trust | 510 | $19.4K | 0.01% | −16−3.0% | Reduced |
| Hanson & Doremus Investment Management | 528 | $20.0K | 0.00% | −1,058−66.7% | Reduced |
| Centerpoint Advisors, LLC | 538 | $20.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 529 | $20.1K | 0.00% | +529 | New |
| Citizens National Bank Trust Department | 545 | $20.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 552 | $20.9K | 0.00% | −524−48.7% | Reduced |
| Strengthening Families & Communities, LLC | 560 | $21.0K | 0.02% | +295+111.3% | Added |
| Pointe Capital Management LLC | 559 | $21.2K | 0.02% | +559 | New |
| Clearview Wealth Advisors LLC | 571 | $21.7K | 0.02% | −300−34.4% | Reduced |
| Ulland Investment Advisors, LLC | 575 | $22.0K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 594 | $22.5K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 595 | $22.6K | 0.00% | +381+178.0% | Added |
| Colonial Trust Co | 640 | $24.3K | 0.01% | −54−7.8% | Reduced |
| Motco | 663 | $25.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 680 | $25.8K | 0.01% | +476+233.3% | Added |
| Covestor Ltd | 680 | $26.0K | 0.02% | −79−10.4% | Reduced |
| Venturi Wealth Management, LLC | 687 | $26.1K | 0.00% | +687 | New |
| Eukles Asset Management | 688 | $26.1K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 720 | $27.3K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 750 | $28.5K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 750 | $28.5K | 0.01% | −48−6.0% | Reduced |
| SOA Wealth Advisors, LLC. | 778 | $29.5K | 0.01% | −181−18.9% | Reduced |
| Horizon Bancorp Inc | 788 | $30.0K | 0.02% | −5,360−87.2% | Reduced |
| Hoertkorn Richard Charles | 800 | $30.4K | 0.02% | −200−20.0% | Reduced |
| New Millennium Group LLC | 805 | $30.5K | 0.03% | +7+0.9% | Added |
| Ruedi Wealth Management, Inc. | 824 | $31.3K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 838 | $31.8K | 0.03% | +838 | New |
| Compagnie Lombard Odier SCmA | 847 | $32.1K | 0.00% | +847 | New |
| Rocky Mountain Advisers, LLC | 865 | $33.0K | 0.02% | 00.0% | Unchanged |